BWM
WPX

Baystate Wealth Management’s WPX Energy, Inc. WPX Stock Holding History

Baystate Wealth Management’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-43
Closed -$1K – 700
2017
Q2 		$1K Hold
43
– – ﹤0.01% 656
2017
Q1 		$1K Buy
+43
New +$574 ﹤0.01% 621

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's WPX Position: Q3 2017 in Review

Baystate Wealth Management sold out of WPX Energy, Inc. (WPX) in Q3 2017, closing a stake of 43 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in WPX in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 335 funds tracked by Wall St. Rank hold WPX as of Q3 2017.

  • Baystate Wealth Management reported no remaining WPX Energy, Inc. position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 43 WPX Energy, Inc. shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in WPX Energy, Inc. in Q1 2017 and held it in 2 quarters.
  • Baystate Wealth Management's WPX Energy, Inc. position peaked at $1K in Q2 2017.
  • 335 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.